Annie Matheson signed BLU Dot Design & Manufacturing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BLU Dot Design & Manufacturing, Inc.'s EIN is 41-1860158.
Download the official 2024 Form 5500 (PDF) for BLU Dot Design & Manufacturing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BLU Dot Design & Manufacturing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CAPINDEX K ISHARES S&P 500 INDEX K N/R | Common Collective Trusts | — | — | $2.9M | 22.2% | |
| 2045 K BLACKROCK LIFEPATH INDEX N/R | Other securities | — | — | $1.7M | 13.3% | |
| 2050 K BLACKROCK LIFEPATH INDEX N/R | Other securities | — | — | $859K | 6.6% | |
| 2035 K BLACKROCK LIFEPATH INDEX N/R | Other securities | — | — | $784K | 6.0% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $690K | 5.3% | |
| 2040 K BLACKROCK LIFEPATH INDEX N/R | Other securities | — | — | $660K | 5.1% | |
| 2055 K BLACKROCK LIFEPATH INDEX N/R | Other securities | — | — | $581K | 4.5% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $569K | 4.4% | |
| LARGE CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $483K | 3.7% | |
| 2030 K BLACKROCK LIFEPATH INDEX N/R | Other securities | — | — | $457K | 3.5% | |
| ENTERPRISE N JPMORGAN EQUITY INCOME R6 N/R | Other securities | — | — | $439K | 3.4% | |
| VAL INSGHTS R6 ISHARES RUSSELL 2000 SMALL- N/R | Common Collective Trusts | — | — | $434K | 3.3% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $397K | 3.1% | |
| BLACKROCK LIFEPATH INDEX N/R | Mutual Funds | — | — | $323K | 2.5% | |
| 2065 K BLACKROCK LIFEPATH INDEX N/R | Other securities | — | — | $232K | 1.8% | |
| CAP INDEX K ISHARES RUSSELL MID- N/R | Other securities | — | — | $206K | 1.6% | |
| ADMIRAL VICTORY CAPITAL VICTORY SYCAMORE N/R | Other securities | — | — | $202K | 1.6% | |
| VANGUARD REAL ESTATE INDEX N/R | Mutual Funds | — | — | $194K | 1.5% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $187K | 1.4% | |
| JANUS HENDERSON JANUS HENDERSON N/R | Mutual Funds | — | — | $178K | 1.4% | |
| EMPOWER ANNUITY KEY GUARANTEED PORTFOLIO N/R | Other securities | — | — | $176K | 1.4% | |
| INSURANCE COMPANY OF FUND AMERICA * PARTICIPANT LOANS Interest rates: 5.25% - 10.5%; $0 | Bonds / Notes | — | — | $146K | 1.1% | |
| RETIREMENT K GOLDMAN SACHS GOLDMAN SACHS SMALLCAP N/R | Other securities | — | — | $138K | 1.1% | |
| BALANCED SUSTAINABLE FUND CLASS R1 GREAT GRAY · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $24K | 0.2% | |
| 2060 K BLACKROCK LIFEPATH INDEX N/R | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EDEN PRAIRIE, MN |
| INVESTMENT ADVISOR |
| $39K |
| — |
